WADDELL & REED FINANCIAL INC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 65,858,993
- Description
- Waddell & Reed was a longstanding American asset management and financial planning firm known for its Ivy Investments mutual fund family. The firm provided investment advisory and wealth management services through a network of financial advisors serving retail and institutional clients. In 2021, Macquarie Asset Management acquired Waddell & Reed's asset management business, while its wealth management operations were absorbed by LPL Financial. Historically within U.S. mutual fund distribution and advisor-driven investing, Waddell & Reed held a recognized position in growth-oriented portfolio management.
- Founded
- 1937
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/15/2014 | 537 | 65,858,993 | 13F-HR | WADDELL & REED FINANCIAL INC |
| Q4 2013 | 2/14/2014 | 554 | 62,165,816 | 13F-HR | WADDELL & REED FINANCIAL INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.79 M | 99.9% | 3.671 M | 0 | 3.671 M |
| ETFs | 6.555 K | 0.0% | 4.739 K | 0 | 4.739 K |
| Debt | 34.99 K | 0.1% | 0 | 2.691 K | -2.691 K |
| Other | 24.98 K | 0.0% | 15.8 K | 0 | 15.8 K |
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Fund Snapshot
Q1 2014
Latest filed
5/15/2014
Total value ($000)
65,858,993
Holdings
537
QoQ value change ($000)
3,693,177
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.